Avail Investment Partners, Llc
- Regulatory AUM
- $184M
- Discretionary
- $184M
- Clients
- 144
- Avg AUM / client
- $1.3M
- Accounts
- 427
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 86 | $23.9M | 12.9% |
| High net worth individuals | 57 | $160M | 86.8% |
| Investment companies | 1 | $429K | 0.23% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brett A Greenfield | Partner | Jul 2021 (5y) | 10% – 25% | |
| Derek Wade Varner | Partner | CFA | Jul 2021 (5y) | 10% – 25% |
| Feinzig, Stuart, Charles | Partner | Jul 2021 (5y) | 5% – 10% | |
| Geoffrey Patrick Caber | Partner | Jul 2021 (5y) | 10% – 25% | |
| Martin Anthony Wildy | Partner | CFA | Jul 2021 (5y) | 10% – 25% |
| Swayze, Ashleigh, Cooper | Cco | Jul 2021 (5y) | Less than 5% | |
| Arielle Nicole Buitenhuys | Registered representative | Aug 2022 (4y) | ||
| Roderick Ryan Hays | Registered representative | Nov 2024 (2y) | ||
| Meredith Hove Henderson | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Investments $161M (87% of AUM) Mar 2026
- Charles Schwab & Co. $20.8M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗